+3.1%
HD vs QID
-74.5%
+77.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.2% |
| 7D | -1.2% | -2.7% | +1.6% | -1.7% |
| 30D | -11.1% | +1.8% | -12.9% | -10.8% |
| 3M | +2.0% | -2.2% | +4.2% | +2.2% |
| 6M | -10.5% | -32.1% | +21.7% | -16.9% |
| YTD | -6.9% | -28.6% | +21.7% | -12.5% |
| 1Y | -23.2% | -36.3% | +13.1% | -29.5% |
| 3Y | +3.1% | -74.4% | +77.5% | -24.5% |
| All | +3.1% | -74.5% | +77.6% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded QID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling